David Barnett is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 29 years of industry experience.
Location
16260 N. 71st Street, Suite 250, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a part-owner of Rymark Plastics LLC, where his spouse handles daily duties. He also has an inactive real estate agent license with EPC Realty & Development and is a general partner in several LLCs (Rymark Real Estate Holdings, Rymark Holdings, and Little Barn Holdings), though these entities currently have no holdings or activity.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Isfa CorporationBroker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.